Plan Snapshot
- Plan Sponsor: Foster Garvey P.C.
- Sponsor EIN: 910876461
- Sponsor Address: 1111 3RD AVENUE, SUITE 3000, SEATTLE, WA, 981013299
- Plan Type: DC
- Total Participants: 284
- Total Assets: $255.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 284 | $255.4M | $2.5M | $3.9M |
| 2023 | 267 | $237.4M | $2.4M | $3.8M |
| 2022 | 270 | $211.5M | $2.3M | $3.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR/CONSUL | $61,856 | — | $61,856 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $45,398 | — | $45,398 |
| ALDRICH SERVICES LLP | ACCOUNTANT/AUDITOR | $23,626 | — | $23,626 |
| ALDRICH CPAS & ADVISORS LLP | Auditor | $23,626 | — | $23,626 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $12,605 | — | $12,605 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — INVESTMENT ADVISOR/CONSUL
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- ALDRICH CPAS & ADVISORS LLP — Auditor
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,111
- Estimated Expense Ratio: 0.065% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $143,185 | $14,586 | — | $23,626 | — |
| 2023 | $138,350 | $31,463 | — | $24,900 | — |
| 2022 | $154,363 | $15,131 | — | — | — |